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PWTYX vs RLBEX
PWTYX vs RLBEX Comparison
Open Charts PWTYX vs RLBEX
UBS US Allocation P
Price$51.83
Change+$0.30 (+0.58%)
VolumeN/A
Net Assets224.05M
American Funds American Balanced R4
Price$35.33
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
PWTYX vs RLBEX Comparison Chart
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PWTYX vs. RLBEX commentary
Jan 31, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PWTYX is a Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. PWTYX (224M). RLBEX pays higher dividends than PWTYX: RLBEX (2.24) vs PWTYX (1.52). PWTYX was incepted earlier than RLBEX: PWTYX (32 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (65.00). RLBEX has a lower initial minimum investment than PWTYX: RLBEX (250) vs PWTYX (2000000). RLBEX annual gain was more profitable for investors over the last year : 12.05 vs. PWTYX (9.03). RLBEX return over 5 years is better than : 33.82 vs. PWTYX (9.80).
| PWTYX | RLBEX | PWTYX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 1.979 | 3.093 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 241B | 0% |
| Annual Yield % from dividends | 1.52 | 2.24 | 68% |
| Returns for 1 year | 9.03 | 12.05 | 75% |
| Returns for 3 years | 2.99 | 14.68 | 20% |
| Returns for 5 years | 9.80 | 33.82 | 29% |
| Returns for 10 years | 39.15 | 59.61 | 66% |
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